Private Trust
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Private Trust Employees
Employee
Years
Job
Industry
Jennifer Tomko Jennifer Tomko's Private Trust Experience January 2011 - April 2013
Job Business Professional
Industry Accounting
Experience
St James Catholic Church May 2013 - Present
H&R Block December 2012 - Present
Private Trust January 2011 - April 2013
A Plus Accounting, Tax and Financial Services February 2012 - May 2012
Graphic Information Systems, Inc. February 2011 - August 2011
Multiple Listings September 2003 - February 2011
R. J. Rouse Electric January 2001 - January 2003
Skills
A/P, A/R, Payroll, and..., Accounting System Setup..., General Ledger..., General Ledger, QuickBooks, Bookkeeping, Financial Reporting, Journal Entries, Accounts Payable, Financial Accounting, Tax Returns, Accounts Receivable, Sales Tax, GAAP, Fixed Assets, Account Reconciliation, Auditing, Invoicing, Accounting, Financial Statements, Bank Reconciliation, Budgets, Internal Controls, Payroll, Tax Preparation, Cash Management, Internal Audit, Great Plains Software, Financial Analysis, Management Accounting, Finance, Budgeting, Tax, Access, ADP Payroll, Management, Year-end Close, Microsoft Excel, Income Tax, Cost Accounting
Education
Portland State University 2004 — 2009
Bachelor Degree, Business Administration: Accounting
Portland Community College 2002 — 2004
Associate of Science (AS), Business Administration and Management, General
St James Catholic Church May 2013 - Present
H&R Block December 2012 - Present
Private Trust January 2011 - April 2013
A Plus Accounting, Tax and Financial Services February 2012 - May 2012
Graphic Information Systems, Inc. February 2011 - August 2011
Multiple Listings September 2003 - February 2011
R. J. Rouse Electric January 2001 - January 2003
Skills
A/P, A/R, Payroll, and..., Accounting System Setup..., General Ledger..., General Ledger, QuickBooks, Bookkeeping, Financial Reporting, Journal Entries, Accounts Payable, Financial Accounting, Tax Returns, Accounts Receivable, Sales Tax, GAAP, Fixed Assets, Account Reconciliation, Auditing, Invoicing, Accounting, Financial Statements, Bank Reconciliation, Budgets, Internal Controls, Payroll, Tax Preparation, Cash Management, Internal Audit, Great Plains Software, Financial Analysis, Management Accounting, Finance, Budgeting, Tax, Access, ADP Payroll, Management, Year-end Close, Microsoft Excel, Income Tax, Cost Accounting
Education
Portland State University 2004 — 2009
Bachelor Degree, Business Administration: Accounting
Portland Community College 2002 — 2004
Associate of Science (AS), Business Administration and Management, General
Aaron Ganz Aaron Ganz's Private Trust Experience 2014 - Present
Job Senior Financial Analyst at Private Trust
Industry Financial Services
Experience
Private Trust 2014 - Present
Autodesk March 2014 - June 2014
EMC December 2013 - March 2014
EMC July 2012 - December 2013
Williams-Sonoma, Inc. June 2011 - August 2011
_ February 2006 - April 2008
Skills
Financial Analysis, Corporate Finance, Financial Reporting, Microsoft Excel, Business Strategy, Project Management, Economics, Forecasting, Competitive Analysis, PowerPoint, Sales, Rock Musician
Education
University of California, Berkeley - Walter A. Haas School of Business
Bachelor of Science (BS), Business Administration
University of California, Berkeley - College of Natural Resources
Bachelor of Science (BS), Environmental Science, Policy, and Management
CCSF 2008 — 2010
AA,AS,AS in Business
Private Trust 2014 - Present
Autodesk March 2014 - June 2014
EMC December 2013 - March 2014
EMC July 2012 - December 2013
Williams-Sonoma, Inc. June 2011 - August 2011
_ February 2006 - April 2008
Skills
Financial Analysis, Corporate Finance, Financial Reporting, Microsoft Excel, Business Strategy, Project Management, Economics, Forecasting, Competitive Analysis, PowerPoint, Sales, Rock Musician
Education
University of California, Berkeley - Walter A. Haas School of Business
Bachelor of Science (BS), Business Administration
University of California, Berkeley - College of Natural Resources
Bachelor of Science (BS), Environmental Science, Policy, and Management
CCSF 2008 — 2010
AA,AS,AS in Business
Trisha Cobb's Private Trust Experience 2008 - Present
Job Special Needs Advocate
Industry Education Management
Experience
Santa Clara University School of Law August 2015 - Present
Private Trust 2008 - Present
Circle Me Silly Brand Clothing May 2013 - 2015
The Leukemia & Lymphoma Society 2010 - 2014
Motive January 2008 - April 2008
Motive August 2005 - December 2007
Cenpatico June 2003 - May 2005
Army National Guard 2002 - 2005
Robert C. Hill Insurance Agency 2002 - 2003
Humana 2001 - 2002
Skills
Write effective test..., Creatively employ..., Organize activity to..., Excellent communication..., Firm grasp of the “QA..., Administrative..., Data Analysis, Sales Coordination, Behavioral Health..., Special Needs..., Business Intelligence, SQL, Microsoft Office, Child Development, Quality Assurance, Quality Improvement
Education
Santa Clara University School of Law 2015 — 2019
The University of Texas at Austin 1997 — 2003
Bachelor's Degree, Psychology
Brazosport College 1994 — 1997
Administrative Assistant and Secretarial Science, General
Austin Community College
Continuing Education
Santa Clara University School of Law August 2015 - Present
Private Trust 2008 - Present
Circle Me Silly Brand Clothing May 2013 - 2015
The Leukemia & Lymphoma Society 2010 - 2014
Motive January 2008 - April 2008
Motive August 2005 - December 2007
Cenpatico June 2003 - May 2005
Army National Guard 2002 - 2005
Robert C. Hill Insurance Agency 2002 - 2003
Humana 2001 - 2002
Skills
Write effective test..., Creatively employ..., Organize activity to..., Excellent communication..., Firm grasp of the “QA..., Administrative..., Data Analysis, Sales Coordination, Behavioral Health..., Special Needs..., Business Intelligence, SQL, Microsoft Office, Child Development, Quality Assurance, Quality Improvement
Education
Santa Clara University School of Law 2015 — 2019
The University of Texas at Austin 1997 — 2003
Bachelor's Degree, Psychology
Brazosport College 1994 — 1997
Administrative Assistant and Secretarial Science, General
Austin Community College
Continuing Education
Robert Deane Robert Deane's Private Trust Experience March 2012 - March 2013
Job Strategic Alliances Manager at HireRight, Inc.
Industry Information Technology and Services
Experience
HireRight January 2014 - Present
Private Trust March 2012 - March 2013
Datamax-O’Neil Corporation January 2008 - December 2011
Datamax-O'Neil Corporation December 2005 - January 2008
O'Neil Product Development, Inc. October 1998 - November 2005
CSI Enterprises, Inc. September 1994 - July 1998
Skills
Alliance Development &..., Strategic Partnerships, New Business Development, Business Strategy, Partner Relationship..., Solution Selling, Joint Value Propositions, MDF Program Manangement, Channel Marketing, Go-To-Market Strategy, Demand Generation, Enterprise Mobility, Sales Teaming &..., Cross-Functional..., Competitive Analysis, Contract Negotiation, International Business, Salesforce.com, Sales, Management, Go-to-market Strategy, Cross-functional Team..., Wireless, Mobile Devices, Business Alliances, Product Management, Channel Partners, Strategy, Sales Process, Sales Operations, Business Development, Account Management, Sales Management, Marketing Strategy, Program Management, Marketing, Product Development, Leadership, SaaS, Direct Sales, Product Marketing, Strategic Alliances, Lead Generation, B2B, Sales Enablement
Education
California State University-Chico
B.S., Business Administration, focus on International Business
HireRight January 2014 - Present
Private Trust March 2012 - March 2013
Datamax-O’Neil Corporation January 2008 - December 2011
Datamax-O'Neil Corporation December 2005 - January 2008
O'Neil Product Development, Inc. October 1998 - November 2005
CSI Enterprises, Inc. September 1994 - July 1998
Skills
Alliance Development &..., Strategic Partnerships, New Business Development, Business Strategy, Partner Relationship..., Solution Selling, Joint Value Propositions, MDF Program Manangement, Channel Marketing, Go-To-Market Strategy, Demand Generation, Enterprise Mobility, Sales Teaming &..., Cross-Functional..., Competitive Analysis, Contract Negotiation, International Business, Salesforce.com, Sales, Management, Go-to-market Strategy, Cross-functional Team..., Wireless, Mobile Devices, Business Alliances, Product Management, Channel Partners, Strategy, Sales Process, Sales Operations, Business Development, Account Management, Sales Management, Marketing Strategy, Program Management, Marketing, Product Development, Leadership, SaaS, Direct Sales, Product Marketing, Strategic Alliances, Lead Generation, B2B, Sales Enablement
Education
California State University-Chico
B.S., Business Administration, focus on International Business
Harry Rising III Harry Rising III's Private Trust Experience October 2012 - Present
Job Business Development Consultant
Industry Management Consulting
Experience
Private Trust October 2012 - Present
ASC UK, ltd March 2012 - September 2012
State of Arizona September 2003 - December 2010
ASC Machine Tools, Inc January 1995 - January 2003
Fray Equipment Company, Inc January 1994 - January 1995
U.S. Army June 1978 - June 1993
Skills
Fluent English, German, Spanish, Foreign Military Sales, ITAR, Proposal Writing, Military, Government, Defense, PLC, Operations Management, Program Management, Strategic Planning, Contract Management, Cross-functional Team..., Logistics, Problem Solving, Team Building, Contract Negotiation, Team Leadership, Planning, Business Strategy, Negotiation, Risk Management, Leadership Development, New Business Development, Public Speaking, Budgeting, Organizational..., Mentoring, Customer Relations, CBRNE, Strategy Development, Business Management, Security Clearance, English, Market Research, Sales Operations, Marketing Strategy, Project Planning, Management, Strategy, Budgets, Marketing, Training, Sales, Integration, Manufacturing, Management Consulting, Analysis
Education
University of Arizona, Eller College of Management 2008 — 2009
MBA, Business
University of Washington 1993 — 1994
Certificate in Human Resource Management
U.S. Army Command and General Staff College 1990 — 1991
MMAS, History
United States Military Academy at West Point 1974 — 1978
General Engineering, History
Private Trust October 2012 - Present
ASC UK, ltd March 2012 - September 2012
State of Arizona September 2003 - December 2010
ASC Machine Tools, Inc January 1995 - January 2003
Fray Equipment Company, Inc January 1994 - January 1995
U.S. Army June 1978 - June 1993
Skills
Fluent English, German, Spanish, Foreign Military Sales, ITAR, Proposal Writing, Military, Government, Defense, PLC, Operations Management, Program Management, Strategic Planning, Contract Management, Cross-functional Team..., Logistics, Problem Solving, Team Building, Contract Negotiation, Team Leadership, Planning, Business Strategy, Negotiation, Risk Management, Leadership Development, New Business Development, Public Speaking, Budgeting, Organizational..., Mentoring, Customer Relations, CBRNE, Strategy Development, Business Management, Security Clearance, English, Market Research, Sales Operations, Marketing Strategy, Project Planning, Management, Strategy, Budgets, Marketing, Training, Sales, Integration, Manufacturing, Management Consulting, Analysis
Education
University of Arizona, Eller College of Management 2008 — 2009
MBA, Business
University of Washington 1993 — 1994
Certificate in Human Resource Management
U.S. Army Command and General Staff College 1990 — 1991
MMAS, History
United States Military Academy at West Point 1974 — 1978
General Engineering, History
Nicholas J. Stathopoulos Nicholas J. Stathopoulos's Private Trust Experience 1995 - 2000
Job Business Executive, High Net Worth Asset Manager in U.S. and Europe & University Professor
Industry Marketing and Advertising
Experience
Aspida360, Inc. 2014 - Present
MSU 2011 - 2014
International Builders Group 2007 - 2011
NFM, Inc. 2004 - 2007
Round The World Travel Network, Inc. 1993 - 2004
Private Trust 1995 - 2000
Skills
Business Development, Strategic Planning, Marketing Strategy, New Business Development, Business Strategy, Management Consulting, Public Relations, Marketing Communications, Social Media Marketing, Social Media, Marketing, Corporate Communications, Advertising, Media Relations, Event Management, Market Research, Online Advertising, Social Networking, Sales, Construction Management, Negotiation, Platform Architecture, Crisis Management, University Teaching, Public Speaking, Event Planning, Editing, Research, Team Building, Blogging, High Net Worth..., Leadership, Entrepreneurship, Leadership Development, New Media, Fundraising, Nonprofits, Management, Press Releases, Time Management, Email Marketing, Integrated Marketing, Strategy, Facebook, Strategic Partnerships, Start-ups, Digital Marketing, Training, Team Leadership, Digital Media
Education
Towson University
B.S.
Towson University
M.A.
Aspida360, Inc. 2014 - Present
MSU 2011 - 2014
International Builders Group 2007 - 2011
NFM, Inc. 2004 - 2007
Round The World Travel Network, Inc. 1993 - 2004
Private Trust 1995 - 2000
Skills
Business Development, Strategic Planning, Marketing Strategy, New Business Development, Business Strategy, Management Consulting, Public Relations, Marketing Communications, Social Media Marketing, Social Media, Marketing, Corporate Communications, Advertising, Media Relations, Event Management, Market Research, Online Advertising, Social Networking, Sales, Construction Management, Negotiation, Platform Architecture, Crisis Management, University Teaching, Public Speaking, Event Planning, Editing, Research, Team Building, Blogging, High Net Worth..., Leadership, Entrepreneurship, Leadership Development, New Media, Fundraising, Nonprofits, Management, Press Releases, Time Management, Email Marketing, Integrated Marketing, Strategy, Facebook, Strategic Partnerships, Start-ups, Digital Marketing, Training, Team Leadership, Digital Media
Education
Towson University
B.S.
Towson University
M.A.
Paula J Dolan Paula J Dolan's Private Trust Experience July 2007 - May 2011
Job Marketing Professional
Industry Marketing and Advertising
Experience
Coldwell Banker Residential Brokerage May 2012 - January 2015
Private Trust July 2007 - May 2011
Teledyne January 1993 - January 2007
VLIER Engineering March 1985 - December 1992
Skills
Marketing, Advertising, Market Research, Competitive Analysis, Market Analysis, Product Development, Marketing Research, E-commerce, Marketing Strategy, Social Media Marketing, Budgets, Marketing Communications, New Business Development, Business Development, Management, Social Media, Marketing Management, Negotiation, Real Estate, Customer Service, Sales, Contract Negotiation, Investment Properties, Selling, Residential Homes, Sellers, Condos, Buyer Representation, Luxury, New Home Sales, Relocation Buyers, Real Property, First Time Home Buyers, Referrals, Short Sales, Relocation, Listings, Single Family Homes, Buyers, Investors, Real Estate Transactions
Education
University of New Hampshire 1980 — 1983
B.A
Harvard University 1981 — 1982
Certificate
Coldwell Banker Residential Brokerage May 2012 - January 2015
Private Trust July 2007 - May 2011
Teledyne January 1993 - January 2007
VLIER Engineering March 1985 - December 1992
Skills
Marketing, Advertising, Market Research, Competitive Analysis, Market Analysis, Product Development, Marketing Research, E-commerce, Marketing Strategy, Social Media Marketing, Budgets, Marketing Communications, New Business Development, Business Development, Management, Social Media, Marketing Management, Negotiation, Real Estate, Customer Service, Sales, Contract Negotiation, Investment Properties, Selling, Residential Homes, Sellers, Condos, Buyer Representation, Luxury, New Home Sales, Relocation Buyers, Real Property, First Time Home Buyers, Referrals, Short Sales, Relocation, Listings, Single Family Homes, Buyers, Investors, Real Estate Transactions
Education
University of New Hampshire 1980 — 1983
B.A
Harvard University 1981 — 1982
Certificate
Dennis R. Rachelle Dennis R. Rachelle's Private Trust Experience January 2007 - Present
Job Consultant at G.S.W.
Industry Mental Health Care
Experience
Private Trust January 2007 - Present
Kaiser Permanente Medical Center February 2005 - February 2007
2006Star Motel December 2004 - July 2006
Buena Vista Motor Inn October 2000 - May 2004
Park Plaza Hotel October 1999 - October 2000
Education
Golden Gate University 1989 — 1991
MBA
University of San Francisco 1972 — 1974
BS, Biology
Private Trust January 2007 - Present
Kaiser Permanente Medical Center February 2005 - February 2007
2006Star Motel December 2004 - July 2006
Buena Vista Motor Inn October 2000 - May 2004
Park Plaza Hotel October 1999 - October 2000
Education
Golden Gate University 1989 — 1991
MBA
University of San Francisco 1972 — 1974
BS, Biology
Michael Daly's Private Trust Experience July 1991 - November 1992
Job Chief Technology Officer at Raytheon Cybersecurity and Special Missions
Industry Defense & Space
Experience
Raytheon Company July 2011 - Present
Raytheon Company July 2011 - July 2012
Raytheon Company February 1996 - July 2011
Federal Deposit Insurance Corporation November 1992 - February 1996
Private Trust July 1991 - November 1992
First Security Services Corporation March 1986 - July 1991
Skills
Information Assurance, Systems Engineering, DoD, CISSP, Security Clearance, Information Security, Security, System Architecture, Integration, NIST, Program Management, Network Security, Vulnerability Assessment, Computer Security, Information Security..., DIACAP, Enterprise Architecture, Vulnerability Management, Defense, Penetration Testing, IT Strategy, IT Management, Security Policy, Information Technology, Risk Assessment, Security Management, Unix
Education
Boston University 1985 — 1989
BS ME, Engineering
Raytheon Company July 2011 - Present
Raytheon Company July 2011 - July 2012
Raytheon Company February 1996 - July 2011
Federal Deposit Insurance Corporation November 1992 - February 1996
Private Trust July 1991 - November 1992
First Security Services Corporation March 1986 - July 1991
Skills
Information Assurance, Systems Engineering, DoD, CISSP, Security Clearance, Information Security, Security, System Architecture, Integration, NIST, Program Management, Network Security, Vulnerability Assessment, Computer Security, Information Security..., DIACAP, Enterprise Architecture, Vulnerability Management, Defense, Penetration Testing, IT Strategy, IT Management, Security Policy, Information Technology, Risk Assessment, Security Management, Unix
Education
Boston University 1985 — 1989
BS ME, Engineering
Norm Close, INTP Norm Close, INTP's Private Trust Experience May 2012 - Present
Job Fiduciary/Independent Trust Admin for Private Trusts
Industry Financial Services
Experience
Private Trust May 2012 - Present
UMB Bank September 2007 - May 2012
Bank of Cherry Creek September 2000 - September 2007
Close Perkins & Warren August 1985 - September 2000
Skills
Trusts, Estate Planning, Strategic Planning, Non-profits, Public Speaking, Business Planning, Philanthropy, Succession Planning, Family Business, Investments, Wealth Management, Portfolio Management, Business Strategy, Leadership Development, Financial Advisory, Fiduciary, Wealth, Retirement Planning, Wealth Management..., Investment Advisory, Alternative Investments, High Net Worth..., Asset Allocation, Investment Management, Investment Strategies, Securities, Small Business Lending, Estate Administration, Insurance, Hedge Funds, Private Equity, Nonprofits, Series 65, Commercial Lending, Trust Services, Series 63, Financial Services, Mergers & Acquisitions, Asset Protection, Small Business, Equities, Certified Financial..., Endowments, Financial Planners, Estate Tax Planning, Series 7, Personal Financial..., FINRA, Fixed Annuities, Trust Management
Education
Knox College
Bachelor’s Degree, Humanities, Economics, History
Private Trust May 2012 - Present
UMB Bank September 2007 - May 2012
Bank of Cherry Creek September 2000 - September 2007
Close Perkins & Warren August 1985 - September 2000
Skills
Trusts, Estate Planning, Strategic Planning, Non-profits, Public Speaking, Business Planning, Philanthropy, Succession Planning, Family Business, Investments, Wealth Management, Portfolio Management, Business Strategy, Leadership Development, Financial Advisory, Fiduciary, Wealth, Retirement Planning, Wealth Management..., Investment Advisory, Alternative Investments, High Net Worth..., Asset Allocation, Investment Management, Investment Strategies, Securities, Small Business Lending, Estate Administration, Insurance, Hedge Funds, Private Equity, Nonprofits, Series 65, Commercial Lending, Trust Services, Series 63, Financial Services, Mergers & Acquisitions, Asset Protection, Small Business, Equities, Certified Financial..., Endowments, Financial Planners, Estate Tax Planning, Series 7, Personal Financial..., FINRA, Fixed Annuities, Trust Management
Education
Knox College
Bachelor’s Degree, Humanities, Economics, History
Elizabeth Mayfield Elizabeth Mayfield's Private Trust Experience September 2012 - Present
Job Group Business Development Manager, Business Banking
Industry Banking
Experience
Private Trust September 2012 - Present
Chase April 1995 - May 2012
Wells Fargo April 1985 - March 1995
Skills
Business Development, Sales Management, Project Management, Marketing Strategy, Training & Development, Commercial Banking, Treasury Management, Retail Banking, SBA, Regulatory Compliance, Internal Audit, Financial Services
Education
University of California, Los Angeles 1977 — 1981
Communications, Mass Communication/Media Studies
Private Trust September 2012 - Present
Chase April 1995 - May 2012
Wells Fargo April 1985 - March 1995
Skills
Business Development, Sales Management, Project Management, Marketing Strategy, Training & Development, Commercial Banking, Treasury Management, Retail Banking, SBA, Regulatory Compliance, Internal Audit, Financial Services
Education
University of California, Los Angeles 1977 — 1981
Communications, Mass Communication/Media Studies
Catherine Musto Catherine Musto's Private Trust Experience October 2010 - Present
Job CoTrustee at Private Trust
Industry Financial Services
Experience
Private Trust October 2010 - Present
Bay Harbor Foundation July 2007 - Present
Regalia June 2011 - August 2014
St. Paul's School Clearwater May 2007 - May 2009
Reptron Electronics May 1992 - January 1998
Skills
Certified Financial..., Retail Purchasing, Personal Financial..., Merchandising, Purchasing Negotiation, Supply Chain, Marketing, Creative Visualization, Budgets, Fundraising, Negotiation, Pricing, Philanthropy, Management, Strategic Planning, Finance, Retail, Staff Development
Education
Eckerd College 1999 — 2002
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Private Trust October 2010 - Present
Bay Harbor Foundation July 2007 - Present
Regalia June 2011 - August 2014
St. Paul's School Clearwater May 2007 - May 2009
Reptron Electronics May 1992 - January 1998
Skills
Certified Financial..., Retail Purchasing, Personal Financial..., Merchandising, Purchasing Negotiation, Supply Chain, Marketing, Creative Visualization, Budgets, Fundraising, Negotiation, Pricing, Philanthropy, Management, Strategic Planning, Finance, Retail, Staff Development
Education
Eckerd College 1999 — 2002
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Friedrich Hondl Friedrich Hondl's Private Trust Experience 2010 - Present
Job Member of the Board Private Trust
Industry Banking
Experience
Private Trust 2010 - Present
Erste Group Bank AG February 2013 - April 2015
Intermarket Bank AG 2013 - 2015
UniCredit Bank Austria AG 2009 - February 2013
Oesterreichische Kontrollbank AG 2010 - 2012
UniCredit Bank Austria AG 2007 - 2009
UniCredit Bank Austria AG 2004 - 2007
UniCredit Bank Austria AG 2000 - 2004
Deutsche Bank 1998 - 1999
Creditanstalt Bankverein 1996 - 1997
Skills
Bankwesen, Risikomanagement, Projektmanagement, Finanzanalyse, Unternehmensanalyse, Unternehmensstrategie, Microsoft Office, Kredite, Depotverwaltung, Analysen, Kapitalmärkte, Treasury und...
Education
SDA Bocconi 2009 — 2010
INSEAD
Managementcenter St Gallen
Private Trust 2010 - Present
Erste Group Bank AG February 2013 - April 2015
Intermarket Bank AG 2013 - 2015
UniCredit Bank Austria AG 2009 - February 2013
Oesterreichische Kontrollbank AG 2010 - 2012
UniCredit Bank Austria AG 2007 - 2009
UniCredit Bank Austria AG 2004 - 2007
UniCredit Bank Austria AG 2000 - 2004
Deutsche Bank 1998 - 1999
Creditanstalt Bankverein 1996 - 1997
Skills
Bankwesen, Risikomanagement, Projektmanagement, Finanzanalyse, Unternehmensanalyse, Unternehmensstrategie, Microsoft Office, Kredite, Depotverwaltung, Analysen, Kapitalmärkte, Treasury und...
Education
SDA Bocconi 2009 — 2010
INSEAD
Managementcenter St Gallen
Samuel White Swan-Perkins's Private Trust Experience March 2014 - October 2014
Job Owner White SwanPerkins Cultural Consulting
Industry Civic & Social Organization
Experience
Powwows.com June 2015 - Present
White Swan-Perkins Cultural Consulting February 2014 - Present
News From Native California August 2012 - Present
San Francisco Arts Comission February 2015 - February 2015
Private Trust March 2014 - October 2014
State of California February 2011 - February 2012
WSN Corporation February 2005 - October 2007
Marmot Mountain April 2001 - October 2004
The North Face February 1998 - February 2000
Skills
Cultural Heritage, Social Media Marketing, Cross-cultural..., Time Management, Cultural Sensitivity, Community Outreach, Cultural Diversity, Marketing, Fundraising, Strategic Planning, Nonprofits, Online Research, Social Media, Facebook, Volunteer Management, Public Speaking, Event Planning, Research, Management, Public Relations, Editing, Customer Service, Program Development, Training, Grants, Leadership, Social Networking, Community Development, Proposal Writing, Event Management, Teaching, Microsoft Office, Program Management, Blogging, Project Management, Workshop Facilitation, Grant Writing, Program Evaluation, Creative Writing, Higher Education, Organizational..., Journalism
Education
City College of San Francisco 2005 — 2008
Associates, Nutrition/American Indian Studies
St. Louis Community College 1992 — 1995
Associates, Nutrition/American Indian Studies
Powwows.com June 2015 - Present
White Swan-Perkins Cultural Consulting February 2014 - Present
News From Native California August 2012 - Present
San Francisco Arts Comission February 2015 - February 2015
Private Trust March 2014 - October 2014
State of California February 2011 - February 2012
WSN Corporation February 2005 - October 2007
Marmot Mountain April 2001 - October 2004
The North Face February 1998 - February 2000
Skills
Cultural Heritage, Social Media Marketing, Cross-cultural..., Time Management, Cultural Sensitivity, Community Outreach, Cultural Diversity, Marketing, Fundraising, Strategic Planning, Nonprofits, Online Research, Social Media, Facebook, Volunteer Management, Public Speaking, Event Planning, Research, Management, Public Relations, Editing, Customer Service, Program Development, Training, Grants, Leadership, Social Networking, Community Development, Proposal Writing, Event Management, Teaching, Microsoft Office, Program Management, Blogging, Project Management, Workshop Facilitation, Grant Writing, Program Evaluation, Creative Writing, Higher Education, Organizational..., Journalism
Education
City College of San Francisco 2005 — 2008
Associates, Nutrition/American Indian Studies
St. Louis Community College 1992 — 1995
Associates, Nutrition/American Indian Studies
Suzanne Ficquette's Private Trust Experience January 1990 - January 1996
Job Business Consultant
Industry Human Resources
Experience
4R SMOKEHOUSE February 2011 - Present
4Rivers Smokehouse, LLC 2011 - Present
IMG ENTERPRISES, INC January 1996 - Present
LARRY'S BAR-B-QUE RESTAURANT April 2010 - February 2011
CUNA Mutual Group January 2000 - January 2003
PRIVATE TRUST January 1990 - January 1996
The Coca-Cola Company May 1982 - December 1990
Education
Rollins College 1990 — 1994
BA, Organizational Communication
Rollins College
Bachelor of Arts, Organizational Communication
4R SMOKEHOUSE February 2011 - Present
4Rivers Smokehouse, LLC 2011 - Present
IMG ENTERPRISES, INC January 1996 - Present
LARRY'S BAR-B-QUE RESTAURANT April 2010 - February 2011
CUNA Mutual Group January 2000 - January 2003
PRIVATE TRUST January 1990 - January 1996
The Coca-Cola Company May 1982 - December 1990
Education
Rollins College 1990 — 1994
BA, Organizational Communication
Rollins College
Bachelor of Arts, Organizational Communication
Debi (Edmonds) Romero, PHR's Private Trust Experience March 2009 - Present
Job Human Resources Professional
Industry Human Resources
Experience
Private Trust March 2009 - Present
Toray Plastics America March 2011 - December 2012
Project HOPE April 2008 - February 2009
Trex Company March 2007 - February 2008
Barber & Ross Co. July 2003 - July 2006
Yount, Hyde & Barbour, P.C. March 2002 - July 2003
Guest and Associates, LLC May 1995 - March 2002
Skills
Benefits Administration, Positive Employee..., Employee Relations..., Employee Handbooks, Payroll, Employee Orientations, HRIS, Recruiting, HR Policies, Internal Investigations, Orientation and..., Employee Relations, Onboarding, New Hire Orientations
Education
Lord Fairfax Community College 2009 — 2012
American InterContinental University 2005 — 2007
BBA, Human Resources
Private Trust March 2009 - Present
Toray Plastics America March 2011 - December 2012
Project HOPE April 2008 - February 2009
Trex Company March 2007 - February 2008
Barber & Ross Co. July 2003 - July 2006
Yount, Hyde & Barbour, P.C. March 2002 - July 2003
Guest and Associates, LLC May 1995 - March 2002
Skills
Benefits Administration, Positive Employee..., Employee Relations..., Employee Handbooks, Payroll, Employee Orientations, HRIS, Recruiting, HR Policies, Internal Investigations, Orientation and..., Employee Relations, Onboarding, New Hire Orientations
Education
Lord Fairfax Community College 2009 — 2012
American InterContinental University 2005 — 2007
BBA, Human Resources
Mary Beatty's Private Trust Experience January 2005 - 2008
Job SVP & Credit Products Manager at Bank of America
Industry Financial Services
Experience
Bank of America 2009 - Present
Bob Beatty & Company Inc. February 2005 - 2009
Private Trust January 2005 - 2008
Bank of America August 2001 - June 2004
Bank of America Oregon September 1992 - July 1996
Bank of America December 1986 - September 1992
Skills
Financial Analysis, Credit, Portfolio Management, Loans, Banking, Risk Management, Cash Management, Finance, Financial Risk, Underwriting, Cash Flow, Financial Structuring, QuickBooks, Insurance, Real Estate, Commercial Lending, Credit Analysis, Commercial Banking, Financial Modeling, Management, Credit Risk
Education
Boston University Questrom School of Business 1984 — 1986
MBA, Finance concentration
University of California, Irvine 1978 — 1982
BS, Biology
Bank of America 2009 - Present
Bob Beatty & Company Inc. February 2005 - 2009
Private Trust January 2005 - 2008
Bank of America August 2001 - June 2004
Bank of America Oregon September 1992 - July 1996
Bank of America December 1986 - September 1992
Skills
Financial Analysis, Credit, Portfolio Management, Loans, Banking, Risk Management, Cash Management, Finance, Financial Risk, Underwriting, Cash Flow, Financial Structuring, QuickBooks, Insurance, Real Estate, Commercial Lending, Credit Analysis, Commercial Banking, Financial Modeling, Management, Credit Risk
Education
Boston University Questrom School of Business 1984 — 1986
MBA, Finance concentration
University of California, Irvine 1978 — 1982
BS, Biology
Ray Szabo's Private Trust Experience 2007 - Present
Job Real Estate Broker/ConsultantLandlord/Tenant Related
Industry Real Estate
Experience
Montecito Management Group May 2007 - Present
Montecito Management Group May 2007 - Present
Private Trust 2007 - Present
Anacota Plaza January 2006 - March 2011
Santa Barbara Real Estate & Investment 1997 - 2007
Re/Max-Santa Barbara 1998 - 2000
Skills
Property Management..., Landlord/Tenant Matters, Commercial Real Estate, Real Estate, Property Management, Investments, Mobile Home Parks, Residential Homes, Short Sales, Investment Properties, Condos, Sellers, Debt Collect, Contract Negotiation, Sales, Management, Negotiation, Marketing
Education
Santa Barbara City College 2004 — 2007
Administration of Justice
Vanguard University of Southern California 1995 — 1996
Montecito Management Group May 2007 - Present
Montecito Management Group May 2007 - Present
Private Trust 2007 - Present
Anacota Plaza January 2006 - March 2011
Santa Barbara Real Estate & Investment 1997 - 2007
Re/Max-Santa Barbara 1998 - 2000
Skills
Property Management..., Landlord/Tenant Matters, Commercial Real Estate, Real Estate, Property Management, Investments, Mobile Home Parks, Residential Homes, Short Sales, Investment Properties, Condos, Sellers, Debt Collect, Contract Negotiation, Sales, Management, Negotiation, Marketing
Education
Santa Barbara City College 2004 — 2007
Administration of Justice
Vanguard University of Southern California 1995 — 1996
Kathy (Kate) Walters's Private Trust Experience 2004 - 2009
Job CASA Volunteer
Industry Legal Services
Experience
Yellowstone CASA 2006 - Present
Private Trust 2004 - 2009
Community Crime Prevention Council 1994 - 1996
Skills
Administrative Support, Notary Public, Office Management, Legal Research, Non-profits, Research, Writing, Volunteer Management, Fundraising, Volunteer Coordination, Community Outreach, Public Speaking, Nonprofits, Case Managment, Social Media, Public Relations, Social Services, Child Advocacy
Education
Montana State University-Billings
BS, Education/English
Yellowstone CASA 2006 - Present
Private Trust 2004 - 2009
Community Crime Prevention Council 1994 - 1996
Skills
Administrative Support, Notary Public, Office Management, Legal Research, Non-profits, Research, Writing, Volunteer Management, Fundraising, Volunteer Coordination, Community Outreach, Public Speaking, Nonprofits, Case Managment, Social Media, Public Relations, Social Services, Child Advocacy
Education
Montana State University-Billings
BS, Education/English
Dorothy Dougherty's Private Trust Experience 1996 - 2001
Job Owner/President at Comfort Keepers In Home Care Burbank
Industry Consumer Services
Experience
Comfort Keepers 2002 - Present
Private Trust 1996 - 2001
The CIT Group 1985 - 1995
Skills
Elder Care, Home Care, Long-term Care, Healthcare, Franchising, Public Speaking, Entrepreneurship, Independent Living, Compassion, Medicare, Aging in Place, Coaching, Medicaid, Healthcare Management, Retirement Homes, Case Management, Alzheimer's disease, Leadership Development, Case Managment, Healthcare Consulting, Marketing, Senior Services, Social Services, Team Building
Education
Drake University
Bachelor of Arts (BA)
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA), Finance, General
Comfort Keepers 2002 - Present
Private Trust 1996 - 2001
The CIT Group 1985 - 1995
Skills
Elder Care, Home Care, Long-term Care, Healthcare, Franchising, Public Speaking, Entrepreneurship, Independent Living, Compassion, Medicare, Aging in Place, Coaching, Medicaid, Healthcare Management, Retirement Homes, Case Management, Alzheimer's disease, Leadership Development, Case Managment, Healthcare Consulting, Marketing, Senior Services, Social Services, Team Building
Education
Drake University
Bachelor of Arts (BA)
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA), Finance, General
Barbara T. Tatarcuk's Private Trust Experience 2006 - Present
Job Corporate / Real Estate Paralegal
Industry Legal Services
Experience
Private Trust 2006 - Present
Reed & Brown LLP 2005 - 2006
Sylmark, Inc. 2002 - 2005
LegalZoom 2001 - 2002
Leboeuf, Lamb, Greene & MacRae, L.L.P. 1999 - 2001
Russo Floor Co., Inc. 1998 - 1999
Cash Technologies, Inc. 1997 - 1998
Law Offices of Hammond, Zuetel & Cahill 1996 - 1996
Law Offices of Simmons, Ritchie & Segal 1990 - 1996
Law Offices of Thomas T. Chan 1990 - 1991
Skills
Corporate Law, Legal Writing, Legal Research, Document Drafting, Document Review, Corporate Governance, Real Estate Transactions, Mergers, Due Diligence, Lexis, Legal Assistance, Commercial Real Estate...
Education
Eldorado College 1989 — 1990
Certificate, Legal Assistant/Paralegal
Citrus College
Liberal Arts and Sciences/Liberal Studies
Private Trust 2006 - Present
Reed & Brown LLP 2005 - 2006
Sylmark, Inc. 2002 - 2005
LegalZoom 2001 - 2002
Leboeuf, Lamb, Greene & MacRae, L.L.P. 1999 - 2001
Russo Floor Co., Inc. 1998 - 1999
Cash Technologies, Inc. 1997 - 1998
Law Offices of Hammond, Zuetel & Cahill 1996 - 1996
Law Offices of Simmons, Ritchie & Segal 1990 - 1996
Law Offices of Thomas T. Chan 1990 - 1991
Skills
Corporate Law, Legal Writing, Legal Research, Document Drafting, Document Review, Corporate Governance, Real Estate Transactions, Mergers, Due Diligence, Lexis, Legal Assistance, Commercial Real Estate...
Education
Eldorado College 1989 — 1990
Certificate, Legal Assistant/Paralegal
Citrus College
Liberal Arts and Sciences/Liberal Studies